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Showing 61 - 70 of 4957 results for %22Association%22

FEAL board welcomes Ian Patrick

ELIZABETH FRY  |  TUESDAY, 19 DEC 2023
... resignation from Hostplus as group executive of member experience. Welcoming Patrick to the board, The Fund Executives Association chair Brian Delaney said Patrick's extensive experience across more than two decades in the institutional investment ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ...

Angela Jackson to helm annual Chief Economists Forum

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... Hutley, and investment market writer and commentator Don Stammer. The event is accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to legislated CPD categories. Tickets for the annual Chief Economists Forum events are ...

Former AMP adviser banned by ASIC

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... According to the ASIC Financial Adviser Register, Mink was a Certified Financial Planner and member of the Finance Brokers Association of Australia. In June, ASIC issued banning orders against Mink, who subsequently challenged these decisions at the ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
The SMSF Association has ripped apart the Association of Superannuation Funds of Australia's (ASFA) assertion, which is based on ATO sample data, that less than 1% of SMSFs with balances over $3 million have farm-related income. The government has ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
The Financial Advice Association Australasia (FAAA) is now rethinking its initial support of the government's response to the Quality of Advice Review (QAR), saying the latest proposals could "wind the clock back five years" on the industry. Today ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... later, she jumped to AD Advisory Services. Here, she operates under Addicott Partners. Anderson is a member of the Association of Independently Owned Financial Planners. Peter Daly, who was managing director of Beacon Financial Group and a director of ...

'Should have known better': AAT tells auditor

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... she also "suggested in cross-examination that her misunderstanding was compounded by the failure of her professional association (and perhaps ASIC) to bring the detail and meaning of the independence requirements to her attention"; an argument the AAT ...

SMSF Association, CA ANZ rally against super tax changes

ANDREW MCKEAN  |  FRIDAY, 1 DEC 2023
The SMSF Association and Chartered Accounts ANZ (CA ANZ) have urgently called for the rejection of a newly proposed bill that would double tax on many Australians superannuation earnings. Yesterday in Parliament, assistant treasurer Stephen Jones introduced ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... effective method for discontinuing the service. As previously reported by Financial Standard, Australian Shareholder Association (ASA) chief executive Rachel Waterhouse advised that a closure of mFund would leave investors unflustered. She interpreted ...